See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,239 |
Filed as: ONE DIGITAL TOPCO Service code 16 · EIN 85-3439612 | Consulting | $27,500 |
WESTMINSTER CONSULTING, LLC5 years Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 | Consulting | $6,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,858 | $64,612+43.7% | $86,436+7.4% | $64,808+43.3% |
| Participation rate | 94.7% | 81.5%+13.2pp | 80.3%+14.4pp | 71.5%+23.2pp |
| Annual return | -14.28% | 0.66%-14.9pp | 4394.89%-4409.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,820 | $2,744-33.7% | $3,769-51.7% | $2,506-27.4% |
| Participant deferral / active EE | $7,746 | $7,497+3.3% | $6,952+11.4% | $4,310+79.7% |
| Admin fee / account holder | $106 | $169-37.1% | $6,731-98.4% | $188-43.4% |